View ValuationShandong Dawn PolymerLtd 향후 성장Future 기준 점검 5/6Shandong Dawn PolymerLtd (는) 각각 연간 35% 및 20.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.4% 로 예상됩니다.핵심 정보35.0%이익 성장률34.62%EPS 성장률Chemicals 이익 성장29.0%매출 성장률20.6%향후 자기자본이익률14.42%애널리스트 커버리지Low마지막 업데이트08 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥28.30, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 79% over the past three years.공고 • Jun 30Shandong Dawn Polymer Co.,Ltd. to Report First Half, 2026 Results on Aug 26, 2026Shandong Dawn Polymer Co.,Ltd. announced that they will report first half, 2026 results on Aug 26, 2026Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥35.32, the stock trades at a trailing P/E ratio of 63.4x. Average trailing P/E is 48x in the Chemicals industry in China. Total returns to shareholders of 109% over the past three years.Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Yimin Wang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Mar 31+ 1 more updateShandong Dawn Polymer Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Shandong Dawn Polymer Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026공고 • Dec 31Shandong Dawn Polymer Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Shandong Dawn Polymer Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026공고 • Sep 30Shandong Dawn Polymer Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025Shandong Dawn Polymer Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025공고 • Jul 02Shandong Dawn Polymer Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shandong Dawn Polymer Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025공고 • Apr 10Shandong Dawn Polymer Co.,Ltd. Approves Final Dividend for 2024Shandong Dawn Polymer Co.,Ltd. at its Annual General Meeting held on 08 April 2025 approved final cash dividend of CNY 0.65000000 per 10 shares (tax included) for 2024.공고 • Mar 31Shandong Dawn Polymer Co.,Ltd. to Report Q1, 2025 Results on Apr 24, 2025Shandong Dawn Polymer Co.,Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025공고 • Mar 13Shandong Dawn Polymer Co.,Ltd. Proposes Final Cash Dividend for the Year 2024Shandong Dawn Polymer Co.,Ltd. announced on 12 March 2025 the profit distribution proposal for 2024 as follows: final Cash dividend/10 shares (tax included)of CNY 0.65.공고 • Mar 12Shandong Dawn Polymer Co.,Ltd., Annual General Meeting, Apr 08, 2025Shandong Dawn Polymer Co.,Ltd., Annual General Meeting, Apr 08, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Longkou, Shandong China공고 • Jan 07Shandong Dawn Polymer Co.,Ltd. Approves Cash Dividend for the Third Quarter of 2024Shandong Dawn Polymer Co.,Ltd. announced that at its EGM held on 3 January 2025, the shareholders approved 2024 third quarter profit distribution plan: Cash dividend/10 shares (tax included) of CNY 0.35000000.공고 • Dec 31Shandong Dawn Polymer Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Shandong Dawn Polymer Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025공고 • Nov 28Shandong Dawn Polymer Co.,Ltd. (SZSE:002838) signed a letter of intent to acquire Shandong Dawn Titanium Industry Co., Ltd.Shandong Dawn Polymer Co.,Ltd. (SZSE:002838) signed a letter of intent to acquire Shandong Dawn Titanium Industry Co., Ltd. on November 12, 2024. As of September 30, 2024, Shandong Dawn Titanium Industry Co., Ltd. reported total assets of CNY 1.13 billion and total common equity of CNY 597.9 million.공고 • Oct 26Shandong Dawn Polymer Co.,Ltd. Proposes Cash Dividend for the Third Quarter of 2024Shandong Dawn Polymer Co.,Ltd. proposed cash dividend of CNY 0.35 per 10 shares for the third quarter of 2024.Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.07 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (in line with 3Q 2023). Revenue: CN¥1.45b (up 29% from 3Q 2023). Net income: CN¥31.4m (down 3.6% from 3Q 2023). Profit margin: 2.2% (down from 2.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥11.77, the stock trades at a trailing P/E ratio of 36.6x. Average trailing P/E is 34x in the Chemicals industry in China. Total loss to shareholders of 17% over the past three years.공고 • Sep 30Shandong Dawn Polymer Co.,Ltd. to Report Q3, 2024 Results on Oct 25, 2024Shandong Dawn Polymer Co.,Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥9.99, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 29x in the Chemicals industry in China. Total loss to shareholders of 33% over the past three years.New Risk • Sep 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 22% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.07 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.07 (in line with 2Q 2023). Revenue: CN¥1.12b (down 6.0% from 2Q 2023). Net income: CN¥31.5m (up 2.8% from 2Q 2023). Profit margin: 2.8% (up from 2.6% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.공고 • Jun 29Shandong Dawn Polymer Co.,Ltd. to Report First Half, 2024 Results on Aug 27, 2024Shandong Dawn Polymer Co.,Ltd. announced that they will report first half, 2024 results on Aug 27, 2024Declared Dividend • Jun 24Dividend reduced to CN¥0.065Dividend of CN¥0.065 is 7.1% lower than last year. Ex-date: 28th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Board Change • May 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Yimin Wang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.08 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.08 (in line with 1Q 2023). Revenue: CN¥1.21b (up 15% from 1Q 2023). Net income: CN¥35.3m (up 2.0% from 1Q 2023). Profit margin: 2.9% (down from 3.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.공고 • Apr 02Shandong Dawn Polymer Co.,Ltd., Annual General Meeting, May 07, 2024Shandong Dawn Polymer Co.,Ltd., Annual General Meeting, May 07, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Longkou, Shandong ChinaReported Earnings • Apr 02Full year 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.36 in FY 2022)Full year 2023 results: EPS: CN¥0.31 (down from CN¥0.36 in FY 2022). Revenue: CN¥4.54b (flat on FY 2022). Net income: CN¥140.0m (down 8.1% from FY 2022). Profit margin: 3.1% (down from 3.4% in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.공고 • Mar 30Shandong Dawn Polymer Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Shandong Dawn Polymer Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.50, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 56% over the past three years.공고 • Dec 30Shandong Dawn Polymer Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 02, 2024Shandong Dawn Polymer Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 02, 2024Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.072 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.07. Revenue: CN¥1.12b (up 7.1% from 3Q 2022). Net income: CN¥32.6m (up 4.4% from 3Q 2022). Profit margin: 2.9% (in line with 3Q 2022).New Risk • Sep 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.07 (down from CN¥0.10 in 2Q 2022). Revenue: CN¥1.19b (up 11% from 2Q 2022). Net income: CN¥30.6m (down 26% from 2Q 2022). Profit margin: 2.6% (down from 3.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.공고 • Jun 13Shandong Dawn Polymer Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 16, 2023Shandong Dawn Polymer Co.,Ltd. announced final cash dividend of CNY 0.70 per 10 shares on A shares for the year 2022. Record date is June 15, 2023, Ex-Date is June 16, 2023 and Payment Date is June 16, 2023.Reported Earnings • Mar 30Full year 2022 earnings released: EPS: CN¥0.36 (vs CN¥0.56 in FY 2021)Full year 2022 results: EPS: CN¥0.36 (down from CN¥0.56 in FY 2021). Revenue: CN¥4.53b (up 6.2% from FY 2021). Net income: CN¥152.3m (down 33% from FY 2021). Profit margin: 3.4% (down from 5.3% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥24.66, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 41% over the past year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 3 independent directors (7 non-independent directors). Deputy General Manager Zhao Liang was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.072 (vs CN¥0.099 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.072 (down from CN¥0.099 in 3Q 2021). Revenue: CN¥1.05b (up 6.1% from 3Q 2021). Net income: CN¥31.2m (down 20% from 3Q 2021). Profit margin: 3.0% (down from 4.0% in 3Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥26.94, the stock trades at a trailing P/E ratio of 53.2x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 57% over the past year.Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥22.15, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 27x in the Chemicals industry in China. Total returns to shareholders of 22% over the past year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 3 independent directors (7 non-independent directors). Deputy General Manager Zhao Liang was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥15.08, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 33x in the Chemicals industry in China. Total loss to shareholders of 44% over the past year.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.099 (vs CN¥0.48 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥990.6m (down 4.0% from 3Q 2020). Net income: CN¥39.2m (down 80% from 3Q 2020). Profit margin: 4.0% (down from 19% in 3Q 2020).Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥17.95, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 30x in the Chemicals industry in China. Total loss to shareholders of 46% over the past year.Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥2.11 (vs CN¥0.41 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.42b (up 62% from FY 2019). Net income: CN¥855.1m (up 414% from FY 2019). Profit margin: 19% (up from 6.1% in FY 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Mar 10New 90-day low: CN¥21.38The company is down 9.0% from its price of CN¥23.52 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period.Is New 90 Day High Low • Feb 06New 90-day low: CN¥22.16The company is down 18% from its price of CN¥27.13 on 06 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 16% over the same period.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥23.48, the stock is trading at a trailing P/E ratio of 11.5x, down from the previous P/E ratio of 13.9x. This compares to an average P/E of 35x in the Chemicals industry in China.Is New 90 Day High Low • Nov 18New 90-day low: CN¥25.10The company is down 14% from its price of CN¥29.28 on 20 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period.Is New 90 Day High Low • Nov 01New 90-day low: CN¥27.20The company is down 21% from its price of CN¥34.52 on 03 August 2020. The Chinese market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is flat over the same period.Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥819.2m, up 407% from the prior year. Total revenue was CN¥4.05b over the last 12 months, up 58% from the prior year.Is New 90 Day High Low • Sep 28New 90-day low: CN¥27.87The company is down 5.0% from its price of CN¥29.19 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period.이익 및 매출 성장 예측XSEC:002838 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202811,606815N/A29112/31/20279,498658N/A-124112/31/20267,916489N/A6113/31/20266,48626445180N/A12/31/20256,056189-212-76N/A9/30/20255,988173-664-386N/A6/30/20255,860158-621-333N/A3/31/20255,380150-629-410N/A12/31/20245,301141-536-301N/A9/30/20244,949140-319-130N/A6/30/20244,627142-298-103N/A3/31/20244,699141-318-69N/A12/31/20234,544140-288-43N/A9/30/20234,576126-18078N/A6/30/20234,502125-28717N/A3/31/20234,384136-29946N/A1/1/20234,526152-425-39N/A9/30/20224,646200-506-145N/A6/30/20224,586209-421-93N/A3/31/20224,450207-364-108N/A1/1/20224,261226-394-164N/A9/30/20214,043225-431-211N/A6/30/20214,085380-664-470N/A3/31/20214,807856428652N/A1/1/20214,422855672860N/A9/30/20204,049819786951N/A6/30/20203,7126731,1251,291N/A3/31/20202,681199176243N/A12/31/20192,735166N/A188N/A9/30/20192,554162N/A160N/A6/30/20192,126146N/A135N/A3/31/20191,789134N/A58N/A12/31/20181,363122N/A30N/A9/30/20181,083115N/A83N/A6/30/20181,020103N/A83N/A3/31/201898097N/A48N/A12/31/201793494N/A34N/A9/30/201791184N/A-13N/A6/30/201789384N/A-5N/A3/31/201782981N/A18N/A12/31/201680079N/A45N/A9/30/201671380N/A86N/A12/31/201562660N/A46N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 002838 의 연간 예상 수익 증가율(35%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 002838 의 연간 수익(35%)이 CN 시장(25.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 002838 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 002838 의 수익(연간 20.6%)이 CN 시장(연간 16%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 002838 의 수익(연간 20.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 002838의 자본 수익률은 3년 후 14.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/27 22:04종가2026/07/27 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Shandong Dawn Polymer Co.,Ltd.는 4명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Zhe WangCitic Securities Co., Ltd.Xiao Bao LiuEverbright Securities Co. Ltd.Miao SuGuosen Securities Co., Ltd.1명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥28.30, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Chemicals industry in China. Total returns to shareholders of 79% over the past three years.
공고 • Jun 30Shandong Dawn Polymer Co.,Ltd. to Report First Half, 2026 Results on Aug 26, 2026Shandong Dawn Polymer Co.,Ltd. announced that they will report first half, 2026 results on Aug 26, 2026
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to CN¥35.32, the stock trades at a trailing P/E ratio of 63.4x. Average trailing P/E is 48x in the Chemicals industry in China. Total returns to shareholders of 109% over the past three years.
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Yimin Wang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Mar 31+ 1 more updateShandong Dawn Polymer Co.,Ltd. to Report Q1, 2026 Results on Apr 28, 2026Shandong Dawn Polymer Co.,Ltd. announced that they will report Q1, 2026 results on Apr 28, 2026
공고 • Dec 31Shandong Dawn Polymer Co.,Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026Shandong Dawn Polymer Co.,Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026
공고 • Sep 30Shandong Dawn Polymer Co.,Ltd. to Report Q3, 2025 Results on Oct 24, 2025Shandong Dawn Polymer Co.,Ltd. announced that they will report Q3, 2025 results on Oct 24, 2025
공고 • Jul 02Shandong Dawn Polymer Co.,Ltd. to Report First Half, 2025 Results on Aug 26, 2025Shandong Dawn Polymer Co.,Ltd. announced that they will report first half, 2025 results on Aug 26, 2025
공고 • Apr 10Shandong Dawn Polymer Co.,Ltd. Approves Final Dividend for 2024Shandong Dawn Polymer Co.,Ltd. at its Annual General Meeting held on 08 April 2025 approved final cash dividend of CNY 0.65000000 per 10 shares (tax included) for 2024.
공고 • Mar 31Shandong Dawn Polymer Co.,Ltd. to Report Q1, 2025 Results on Apr 24, 2025Shandong Dawn Polymer Co.,Ltd. announced that they will report Q1, 2025 results on Apr 24, 2025
공고 • Mar 13Shandong Dawn Polymer Co.,Ltd. Proposes Final Cash Dividend for the Year 2024Shandong Dawn Polymer Co.,Ltd. announced on 12 March 2025 the profit distribution proposal for 2024 as follows: final Cash dividend/10 shares (tax included)of CNY 0.65.
공고 • Mar 12Shandong Dawn Polymer Co.,Ltd., Annual General Meeting, Apr 08, 2025Shandong Dawn Polymer Co.,Ltd., Annual General Meeting, Apr 08, 2025, at 14:30 China Standard Time. Location: The Company's Meeting Room, Longkou, Shandong China
공고 • Jan 07Shandong Dawn Polymer Co.,Ltd. Approves Cash Dividend for the Third Quarter of 2024Shandong Dawn Polymer Co.,Ltd. announced that at its EGM held on 3 January 2025, the shareholders approved 2024 third quarter profit distribution plan: Cash dividend/10 shares (tax included) of CNY 0.35000000.
공고 • Dec 31Shandong Dawn Polymer Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 12, 2025Shandong Dawn Polymer Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 12, 2025
공고 • Nov 28Shandong Dawn Polymer Co.,Ltd. (SZSE:002838) signed a letter of intent to acquire Shandong Dawn Titanium Industry Co., Ltd.Shandong Dawn Polymer Co.,Ltd. (SZSE:002838) signed a letter of intent to acquire Shandong Dawn Titanium Industry Co., Ltd. on November 12, 2024. As of September 30, 2024, Shandong Dawn Titanium Industry Co., Ltd. reported total assets of CNY 1.13 billion and total common equity of CNY 597.9 million.
공고 • Oct 26Shandong Dawn Polymer Co.,Ltd. Proposes Cash Dividend for the Third Quarter of 2024Shandong Dawn Polymer Co.,Ltd. proposed cash dividend of CNY 0.35 per 10 shares for the third quarter of 2024.
Reported Earnings • Oct 25Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.07 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (in line with 3Q 2023). Revenue: CN¥1.45b (up 29% from 3Q 2023). Net income: CN¥31.4m (down 3.6% from 3Q 2023). Profit margin: 2.2% (down from 2.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥11.77, the stock trades at a trailing P/E ratio of 36.6x. Average trailing P/E is 34x in the Chemicals industry in China. Total loss to shareholders of 17% over the past three years.
공고 • Sep 30Shandong Dawn Polymer Co.,Ltd. to Report Q3, 2024 Results on Oct 25, 2024Shandong Dawn Polymer Co.,Ltd. announced that they will report Q3, 2024 results on Oct 25, 2024
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 15%After last week's 15% share price gain to CN¥9.99, the stock trades at a trailing P/E ratio of 31x. Average trailing P/E is 29x in the Chemicals industry in China. Total loss to shareholders of 33% over the past three years.
New Risk • Sep 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 22% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.07 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.07 (in line with 2Q 2023). Revenue: CN¥1.12b (down 6.0% from 2Q 2023). Net income: CN¥31.5m (up 2.8% from 2Q 2023). Profit margin: 2.8% (up from 2.6% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
공고 • Jun 29Shandong Dawn Polymer Co.,Ltd. to Report First Half, 2024 Results on Aug 27, 2024Shandong Dawn Polymer Co.,Ltd. announced that they will report first half, 2024 results on Aug 27, 2024
Declared Dividend • Jun 24Dividend reduced to CN¥0.065Dividend of CN¥0.065 is 7.1% lower than last year. Ex-date: 28th June 2024 Payment date: 28th June 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.2% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Board Change • May 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Yimin Wang was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • May 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 16% per year over the past 5 years. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: CN¥0.08 (vs CN¥0.08 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.08 (in line with 1Q 2023). Revenue: CN¥1.21b (up 15% from 1Q 2023). Net income: CN¥35.3m (up 2.0% from 1Q 2023). Profit margin: 2.9% (down from 3.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
공고 • Apr 02Shandong Dawn Polymer Co.,Ltd., Annual General Meeting, May 07, 2024Shandong Dawn Polymer Co.,Ltd., Annual General Meeting, May 07, 2024, at 14:30 China Standard Time. Location: The Company's Meeting Room, Longkou, Shandong China
Reported Earnings • Apr 02Full year 2023 earnings released: EPS: CN¥0.31 (vs CN¥0.36 in FY 2022)Full year 2023 results: EPS: CN¥0.31 (down from CN¥0.36 in FY 2022). Revenue: CN¥4.54b (flat on FY 2022). Net income: CN¥140.0m (down 8.1% from FY 2022). Profit margin: 3.1% (down from 3.4% in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
공고 • Mar 30Shandong Dawn Polymer Co.,Ltd. to Report Q1, 2024 Results on Apr 26, 2024Shandong Dawn Polymer Co.,Ltd. announced that they will report Q1, 2024 results on Apr 26, 2024
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CN¥9.50, the stock trades at a trailing P/E ratio of 33.7x. Average trailing P/E is 28x in the Chemicals industry in China. Total loss to shareholders of 56% over the past three years.
공고 • Dec 30Shandong Dawn Polymer Co.,Ltd. to Report Fiscal Year 2023 Results on Apr 02, 2024Shandong Dawn Polymer Co.,Ltd. announced that they will report fiscal year 2023 results on Apr 02, 2024
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.072 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.07. Revenue: CN¥1.12b (up 7.1% from 3Q 2022). Net income: CN¥32.6m (up 4.4% from 3Q 2022). Profit margin: 2.9% (in line with 3Q 2022).
New Risk • Sep 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 43% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin).
Reported Earnings • Aug 31Second quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.10 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.07 (down from CN¥0.10 in 2Q 2022). Revenue: CN¥1.19b (up 11% from 2Q 2022). Net income: CN¥30.6m (down 26% from 2Q 2022). Profit margin: 2.6% (down from 3.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
공고 • Jun 13Shandong Dawn Polymer Co.,Ltd. Announces Final Cash Dividend on A Shares for the Year 2022, Payable on June 16, 2023Shandong Dawn Polymer Co.,Ltd. announced final cash dividend of CNY 0.70 per 10 shares on A shares for the year 2022. Record date is June 15, 2023, Ex-Date is June 16, 2023 and Payment Date is June 16, 2023.
Reported Earnings • Mar 30Full year 2022 earnings released: EPS: CN¥0.36 (vs CN¥0.56 in FY 2021)Full year 2022 results: EPS: CN¥0.36 (down from CN¥0.56 in FY 2021). Revenue: CN¥4.53b (up 6.2% from FY 2021). Net income: CN¥152.3m (down 33% from FY 2021). Profit margin: 3.4% (down from 5.3% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Dec 14Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥24.66, the stock trades at a trailing P/E ratio of 55x. Average trailing P/E is 29x in the Chemicals industry in China. Total returns to shareholders of 41% over the past year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 3 independent directors (7 non-independent directors). Deputy General Manager Zhao Liang was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.072 (vs CN¥0.099 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.072 (down from CN¥0.099 in 3Q 2021). Revenue: CN¥1.05b (up 6.1% from 3Q 2021). Net income: CN¥31.2m (down 20% from 3Q 2021). Profit margin: 3.0% (down from 4.0% in 3Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥26.94, the stock trades at a trailing P/E ratio of 53.2x. Average trailing P/E is 28x in the Chemicals industry in China. Total returns to shareholders of 57% over the past year.
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to CN¥22.15, the stock trades at a trailing P/E ratio of 43.8x. Average trailing P/E is 27x in the Chemicals industry in China. Total returns to shareholders of 22% over the past year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. 3 independent directors (7 non-independent directors). Deputy General Manager Zhao Liang was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥15.08, the stock trades at a trailing P/E ratio of 27.4x. Average trailing P/E is 33x in the Chemicals industry in China. Total loss to shareholders of 44% over the past year.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.099 (vs CN¥0.48 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥990.6m (down 4.0% from 3Q 2020). Net income: CN¥39.2m (down 80% from 3Q 2020). Profit margin: 4.0% (down from 19% in 3Q 2020).
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improved over the past weekAfter last week's 15% share price gain to CN¥17.95, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 30x in the Chemicals industry in China. Total loss to shareholders of 46% over the past year.
Reported Earnings • Mar 30Full year 2020 earnings released: EPS CN¥2.11 (vs CN¥0.41 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥4.42b (up 62% from FY 2019). Net income: CN¥855.1m (up 414% from FY 2019). Profit margin: 19% (up from 6.1% in FY 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Mar 10New 90-day low: CN¥21.38The company is down 9.0% from its price of CN¥23.52 on 10 December 2020. The Chinese market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Feb 06New 90-day low: CN¥22.16The company is down 18% from its price of CN¥27.13 on 06 November 2020. The Chinese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 16% over the same period.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥23.48, the stock is trading at a trailing P/E ratio of 11.5x, down from the previous P/E ratio of 13.9x. This compares to an average P/E of 35x in the Chemicals industry in China.
Is New 90 Day High Low • Nov 18New 90-day low: CN¥25.10The company is down 14% from its price of CN¥29.28 on 20 August 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Nov 01New 90-day low: CN¥27.20The company is down 21% from its price of CN¥34.52 on 03 August 2020. The Chinese market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is flat over the same period.
Reported Earnings • Oct 28Third quarter earnings releasedOver the last 12 months the company has reported total profits of CN¥819.2m, up 407% from the prior year. Total revenue was CN¥4.05b over the last 12 months, up 58% from the prior year.
Is New 90 Day High Low • Sep 28New 90-day low: CN¥27.87The company is down 5.0% from its price of CN¥29.19 on 30 June 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period.